The Defiance Photonics UCITS ETF targets companies with exposure to the photonics and optical-technology companies moving the world’s data with light
The Photonics ETF aims to provide diversified exposure across the photonics value chain, spanning optical components and light sources (lasers, transceivers, fibre arrays and connectors), photonic semiconductors and interconnect chips (photonic integrated circuits, optical interposers, modulators), complete optical systems and networking, photonic foundries and manufacturing infrastructure, and the enabling materials on which photonic hardware is built, the building blocks of modern optical connectivity.
The AI build-out is constrained by how fast data can move between chips, servers, and data centres. As GPU clusters scale into the hundreds of thousands, copper interconnects hit hard limits on bandwidth, reach, and power, and the industry is turning to light. Photonics moves data at far higher bandwidth and a fraction of the energy per bit, placing the world’s optical component and photonic-chip makers at the heart of the AI supply chain.
Courtesy of Han ETF
HANETF II ICAV LYT3 Stock | London Stock Exchange
Courtesy of Interactive Investor